Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs Geojit - Freedom Portfolio
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
Geojit - Freedom Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.38%
2.33%
6 Months
19.54%
5.53%
1 Year
15.57%
9.60%
3 Years
20.08%
6.75%
5 Years
21.78%
7.07%
Since Inception
32.33%
13.02%
Fund Age
5 yrs 10 mo
14 yrs 9 mo
AUM
₹5,864.1 Cr
₹179.27 Cr
Alpha – 1 Year
10.85%
9.95%
Alpha – 3 Years
8.00%
−2.25%
Information Ratio – 3 Years
1.40
-0.39
Volatility – 1 Year
22.27%
17.14%
Volatility – 3 Years
21.12%
14.92%
Beta – 1 Year
1.15
1.04
Beta – 3 Years
1.14
1.00
Sharpe Ratio – 1 Year
0.52
0.31
Sharpe Ratio – 3 Years
0.73
0.15
Worst Rolling Year
20.10%
-6.19%
Value at Worst Rolling Year
₹1.20 Cr
₹0.94 Cr
Deepest Drawdown
−21.05%
−21.15%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.53%
Median Rolling Year
30.25%
12.72%
5-Year Rolling Windows Positive
100.00%
99.15%
Market-Cap Mix
L 15% · M 28% · S 52%
L 69% · M 12% · S 15%
Number of Stocks
38
22
Portfolio P/E
29.00
—
Top 5 Holdings
Laurus Labs Ltd · 8.02%
Biocon Ltd · 7.50%
Kalpataru Projects International Ltd · 5.11%
Bharat Heavy Electricals Ltd · 5.03%
Timken India Ltd · 4.01%
ICICI Bank Ltd · 9.74%
Reliance Industries Ltd · 8.27%
Bharat Electronics Ltd · 6.87%
CG Power & Industrial Solutions Ltd · 5.96%
Maruti Suzuki India Ltd · 5.89%
Top Sectors
—
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—